MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,655,115 $2.16B 2.66% +2,924,177 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 25,316,684 $1.06B +1,628,026 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,669,488 $362M 4.65% +209,814 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,256,614 $345M 4.39% +430,878 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,104,606 $171M 0.04% +447,111 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 4,123,403 $171M 2.42% +231,456 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,613,141 $151M 0.64% -853,512 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,354,088 $140M 6.06% +837,787 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,144,475 $131M 3.49% +71,406 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,078,885 $128M 0.22% +3,075,461 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,014,121 $126M 10.56% +53,925 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,871,276 $120M 0.04% +138,183 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,833,446 $118M 0.16% -922,234 13F-HR/A Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,668,836 $111M 2.55% +38,178 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,647,486 $110M 0.69% +167,875 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 2,644,596 $110M 9.69% +56,414 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,388,324 $99.7M -47,959 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,354,573 $98.3M 4.85% -101,850 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,227,918 $93M 0.52% +240,193 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,109,650 $88M 9.8% +70,981 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,089,651 $87.2M 0.08% -18,149 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,047,480 $85.4M 5.35% -91,847 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,989,330 $83M 0.39% +103,183 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,938,510 $81.5M 0.24% +1,303,554 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,893,297 $79M 3.07% +569,857 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,847,579 $77.1M 0.22% +58,236 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,846,253 $77M 0.87% +818,159 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,745,434 $72.8M 0.02% +80,536 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 1,673,148 $69.8M 6.59% +20,923 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,609,605 $67.2M 7.18% +92,595 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,499,680 $62.6M <0.01% +73,517 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,393,666 $58.2M 3.76% -767,643 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,364,264 $56.9M 0.54% -1,351,541 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,344,748 $56.1M 8.95% +33,045 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,317,557 $55M 10.75% +5,943 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,310,344 $54.7M 0.51% -780 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,286,243 $53.7M 9.56% +86,170 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,263,811 $52.7M 2.69% -26,299 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,236,979 $51.6M 5.11% +11,958 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,218,192 $50.8M 7.23% +29,005 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,194,965 $49.9M 5.86% +81,552 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,189,266 $49.6M 11.71% -10,356 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,172,200 $48.9M 0.93% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,172,200 $48.9M 0.81% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,171,057 $48.9M 2.71% +25,445 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,166,460 $48.7M 3.57% -82,246 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,164,049 $48.6M 11.22% -66,211 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,140,749 $47.6M 0.64% +45,097 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,124,058 $46.9M 13.06% -61,856 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,118,988 $46.2M 0.93% +26,291 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,100,692 $45.9M 1.4% +20,443 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 1,072,005 $44.7M 12.63% 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,070,846 $44.5M 9.62% +22,195 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,024,210 $42.7M 0.04% -297,265 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 910,279 $38M 0.3% +128,860 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 903,486 $37.7M 0.32% -16,453 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 898,765 $37.6M 0.06% -653,471 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 897,545 $37.5M 0.18% +365,986 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 864,360 $36.1M 13.61% +39,344 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 863,227 $36M 3.71% +92,086 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 858,310 $35.8M 11.97% +8,534 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 853,116 $35.6M 0.59% -122,932 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 850,842 $35.5M 0.05% +15,842 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 824,569 $34.4M 0.17% +4,221 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 788,373 $32.9M 7.4% +13,098 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 784,807 $32.7M 7.79% +63,767 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 783,936 $32.7M 1.03% +22,499 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 779,090 $32.5M 0.15% +34,241 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 767,921 $32M 6.57% +14,582 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 763,427 $31.9M 19.89% +27,525 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 724,151 $30.2M 0.01% +110,492 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 700,148 $29.2M 2.97% +12,886 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 695,197 $29M 4.3% +24,539 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 694,265 $29M 2.53% -23,657 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 692,349 $28.9M 3.67% +19,378 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 691,936 $28.9M 0.42% +13,658 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 686,275 $28.6M 2.59% +52,290 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 670,845 $28M 6.96% +23,740 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 664,486 $27.7M 0.03% +9,624 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 647,840 $26.8M <0.01% +5,728 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 639,416 $26.7M 0.84% -2,703 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 625,157 $26.1M 4% +45,947 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 701,173 $25.8M 3.22% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 609,075 $25.4M 1.55% +30,914 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 602,549 $25.1M 7.57% +18,223 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 589,420 $24.6M 1.07% +27,396 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 584,073 $24.4M 12.3% +19,548 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 661,497 $24.3M 0.99% -45,418 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 564,443 $23.6M 0.56% +15,770 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 557,469 $23.3M 7.84% +62,056 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 555,479 $23.2M 5.05% +9,953 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 549,188 $22.9M 2.22% +9,774 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 548,221 $22.8M 1.24% -419,081 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 533,313 $22.3M 6.31% +5,491 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 510,521 $21.3M 9.97% +16,180 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 509,323 $21.3M 4.96% +8,555 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 502,699 $21M 6.61% -7,004 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 500,172 $20.9M 0.1% +304,711 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 499,261 $20.8M 0.06% +19,180 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 498,720 $20.8M 10.21% -39,236 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 492,776 $20.6M 0.05% +146,519 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 485,589 $20.3M 0.02% +54,650 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 483,926 $20.2M 10.02% +41,747 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 480,387 $20M 16.38% +7,759 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 479,061 $20M 7.01% +8,675 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 475,633 $19.8M 6.46% +14,206 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 470,037 $19.6M 7.25% +80,840 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 468,852 $19.6M 6.94% -2,350 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 460,604 $19.2M 0.41% +24,894 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 458,250 $19.1M 4.17% +2,564 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 454,027 $18.9M 6.46% +31,343 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 451,548 $18.8M 3.23% +3,222 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 445,044 $18.6M 0.02% -12,023 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 435,560 $18.2M 4.06% +16,171 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 424,477 $17.7M 7.32% +38,357 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 417,293 $17.4M 5.26% +38,193 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 411,800 $17.2M 1.95% +6,140 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 399,989 $16.7M 0.18% +4,412 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 399,989 $16.7M 0.99% +4,412 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 396,161 $16.5M 2.3% +10,304 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 393,725 $16.4M 10.66% -12,163 13F-HR Timeline 25 LLC More: the full row for 25 LLC 392,450 $16.4M 4.48% +20,377 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 388,031 $16.2M 2.13% +49,076 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 380,970 $15.9M -55,790 Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 379,331 $15.8M 2.39% +18,152 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 378,691 $15.8M 1.06% +20,693 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 375,308 $15.7M 0.02% +166,890 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 374,021 $15.6M 2.06% +17,377 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 372,203 $15.5M 4.46% +39,808 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 370,116 $15.4M 4.98% +18,481 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 368,577 $15.4M 7.17% +11,450 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 366,690 $15.3M 0.02% +22,729 13F-HR Timeline Group Aspen Private Advisors, LLC More: the full row for Aspen Private Advisors, LLC 351,240 $14.7M 14.7% 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 346,325 $14.5M 5.56% +5,063 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 342,901 $14.3M 3.74% +13,567 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 338,698 $14.1M 1.44% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 338,368 $14.1M 0.03% +80,151 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 334,430 $14M 0.1% +1,257 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 332,562 $13.9M 1.15% -928 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 331,798 $13.8M 3.55% -96,045 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 320,624 $13.4M 4.11% +21,273 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 319,502 $13.3M <0.01% -84,002 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 317,648 $13.3M 1.67% +32,070 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 319,146 $13.2M 9.89% +9,376 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 296,689 $12.4M 1.21% +17,123 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 293,852 $12.3M 2.12% +2,900 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 292,388 $12.2M 7.3% +6,035 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 288,982 $12.1M 5.71% +41,034 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 288,943 $11.9M 3.81% +17,098 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 283,699 $11.8M 0.19% -1,294 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 279,330 $11.7M 0.46% +34,513 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 266,963 $11.1M 4.99% +13,958 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 266,126 $11.1M 5.26% +7,386 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 265,683 $11.1M 0.17% -3,391 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 265,378 $11.1M 2.36% +38,779 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 259,581 $10.8M 2.44% +3,111 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 257,260 $10.7M 9.15% +23,098 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 256,848 $10.7M 2.7% +11,331 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 256,447 $10.7M 4.36% +44,430 13F-HR Timeline WESCAP Management Group, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 237,898 $9.93M 0.02% -18,946 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 235,557 $9.83M 0.28% -6,248 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 232,664 $9.71M 7.46% +2,166 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 231,104 $9.64M 9.32% -23,864 13F-HR Timeline M Holdings Securities, Inc. 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